GuidedMoney, LLC
29 holdingsFiling period: 2026-03-31Current AUM: $206.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 233.8K | $75.0M | $86.1M | 41.67% | +11.6K | 2026-03-31 |
| 2 | BND | VANGUARD BD INDEX FDS | 686.8K | $50.6M | $49.6M | 24.02% | +27.1K | 2026-03-31 |
| 3 | VXUS | VANGUARD STAR FDS | 217.1K | $16.7M | $18.4M | 8.89% | +1.8K | 2026-03-31 |
| 4 | ITOT | ISHARES TR | 87.9K | $12.5M | $14.4M | 6.97% | +311 | 2026-03-31 |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | 178.5K | $8.6M | $8.5M | 4.13% | +15.7K | 2026-03-31 |
| 6 | IXUS | ISHARES TR | 68.0K | $5.9M | $6.4M | 3.11% | -- | 2026-03-31 |
| 7 | AGG | ISHARES TR | 48.7K | $4.8M | $4.7M | 2.30% | +10.4K | 2026-03-31 |
| 8 | SCHX | SCHWAB STRATEGIC TR | 100.6K | $2.6M | $3.0M | 1.43% | -- | 2026-03-31 |
| 9 | SCHM | SCHWAB STRATEGIC TR | 51.4K | $1.6M | $1.8M | 0.86% | -- | 2026-03-31 |
| 10 | VB | VANGUARD INDEX FDS | 5.7K | $1.5M | $1.7M | 0.82% | +26 | 2026-03-31 |
| 11 | VTV | VANGUARD INDEX FDS | 6.5K | $1.3M | $1.4M | 0.69% | -- | 2026-03-31 |
| 12 | VXF | VANGUARD INDEX FDS | 5.9K | $1.2M | $1.4M | 0.67% | -- | 2026-03-31 |
| 13 | LNT | ALLIANT ENERGY CORP | 15.3K | $1.1M | $1.1M | 0.53% | -2,104 | 2026-03-31 |
| 14 | MSFT | MICROSOFT CORP | 2.6K | $974K | $1.2M | 0.59% | -84 | 2026-03-31 |
| 15 | SCHA | SCHWAB STRATEGIC TR | 26.8K | $777K | $897K | 0.43% | -- | 2026-03-31 |
| 16 | AAPL | APPLE INC | 2.6K | $672K | $818K | 0.40% | -10 | 2026-03-31 |
| 17 | VO | VANGUARD INDEX FDS | 1.9K | $545K | $614K | 0.30% | +53 | 2026-03-31 |
| 18 | VOO | VANGUARD INDEX FDS | 833 | $497K | $571K | 0.28% | +19 | 2026-03-31 |
| 19 | GOOG | ALPHABET INC | 1.6K | $453K | $563K | 0.27% | -- | 2026-03-31 |
| 20 | GOOGL | ALPHABET INC | 1.5K | $431K | $534K | 0.26% | -- | 2026-03-31 |
| 21 | VIGI | VANGUARD WHITEHALL FDS | 4.5K | $401K | $441K | 0.21% | -- | 2026-03-31 |
| 22 | SCHF | SCHWAB STRATEGIC TR | 15.7K | $388K | $430K | 0.21% | -- | 2026-03-31 |
| 23 | MA | MASTERCARD INCORPORATED | 700 | $349K | $400K | 0.19% | -- | 2026-03-31 |
| 24 | WMT | WALMART INC | 2.8K | $344K | $308K | 0.15% | -- | 2026-03-31 |
| 25 | MGEE | MGE ENERGY INC | 3.6K | $281K | $289K | 0.14% | -- | 2026-03-31 |
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